Financial Accounts of the United States - Z.1
L.224 Corporate Equities (1)
Billions of dollars; amounts outstanding end of period, not seasonally adjusted
Make Full Screen
| Description | Series code | 2022 | 2023 | 2024 | 2023 Q3 | 2023 Q4 | 2024 Q1 | 2024 Q2 | 2024 Q3 | 2024 Q4 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| All sectors; corporate equities; asset | LM893064105 | 64743.0 | 77535.7 | 92852.2 | 70604.7 | 77535.7 | 84132.4 | 85938.9 | 91727.3 | 92852.2 | 1 |
| Nonfinancial corporate business; corporate equities; liability | LM103164105 | 41700.6 | 51240.9 | 62312.8 | 46762.5 | 51240.9 | 55887.2 | 57325.0 | 60927.8 | 62312.8 | 2 |
| Nonfinancial corporate business; public corporate equities; liability (includes closely held before 1996q4) | LM103164115 | 34242.5 | 42640.8 | 52048.4 | 38532.0 | 42640.8 | 46617.9 | 48171.9 | 50808.6 | 52048.4 | 3 |
| Nonfinancial corporate business; closely held corporate equities; liability | LM103164125 | 7458.1 | 8600.1 | 10264.4 | 8230.6 | 8600.1 | 9269.3 | 9153.0 | 10119.1 | 10264.4 | 4 |
| Domestic financial sectors; corporate equities; liability | LM793164105 | 12762.6 | 14812.2 | 18563.7 | 13137.0 | 14812.2 | 16134.1 | 16459.9 | 17937.5 | 18563.7 | 5 |
| U.S.-chartered depository institutions; corporate equities; liability | LM763164105 | 125.2 | 100.0 | 112.6 | 82.6 | 100.0 | 96.8 | 91.1 | 104.3 | 112.6 | 6 |
| U.S.-chartered depository institutions; public corporate equities; liability (2) | LM763164113 | 115.0 | 91.6 | 104.4 | 76.7 | 91.6 | 91.0 | 85.4 | 97.4 | 104.4 | 7 |
| U.S.-chartered depository institutions; closely held corporate equities; liability | LM763164123 | 10.2 | 8.4 | 8.2 | 5.9 | 8.4 | 5.8 | 5.8 | 6.9 | 8.2 | 8 |
| Property-casualty insurance companies; corporate equities; liability | LM513164105 | 1030.4 | 1152.8 | 1462.3 | 1102.1 | 1152.8 | 1363.8 | 1310.4 | 1483.5 | 1462.3 | 9 |
| Property-casualty insurance companies; public corporate equities; liability | LM513164113 | 1021.4 | 1144.8 | 1451.7 | 1094.3 | 1144.8 | 1353.8 | 1300.8 | 1472.8 | 1451.7 | 10 |
| Property-casualty insurance companies; closely held corporate equities; liability | LM513164123 | 9.0 | 8.1 | 10.5 | 7.7 | 8.1 | 10.0 | 9.5 | 10.7 | 10.5 | 11 |
| Life insurance companies, general accounts; corporate equities; liability | LM543164175 | 242.3 | 253.2 | 281.9 | 235.5 | 253.2 | 276.3 | 263.3 | 292.8 | 281.9 | 12 |
| Life insurance companies, general accounts; public corporate equities; liability | LM543164113 | 237.5 | 248.6 | 280.4 | 231.2 | 248.6 | 271.3 | 258.6 | 287.6 | 280.4 | 13 |
| Life insurance companies, general accounts; closely held corporate equities; liability | LM543164123 | 4.8 | 4.6 | 1.4 | 4.4 | 4.6 | 4.9 | 4.7 | 5.2 | 1.4 | 14 |
| Closed-end funds; total financial assets | LM554090005 | 251.5 | 254.0 | 257.9 | 240.8 | 254.0 | 259.2 | 257.6 | 265.3 | 257.9 | 15 |
| Exchange-traded funds; total financial assets | LM564090005 | 6476.9 | 8085.7 | 10305.0 | 7134.5 | 8085.7 | 8842.7 | 9142.9 | 9968.2 | 10305.0 | 16 |
| Government-sponsored enterprises; corporate equities; liability (2) | LM403164105 | 31.6 | 33.7 | 39.3 | 31.5 | 33.7 | 35.2 | 34.6 | 34.6 | 39.3 | 17 |
| Mortgage real estate investment trusts; corporate equities; liability | LM643164105 | 59.6 | 65.7 | 63.8 | 60.8 | 65.7 | 64.7 | 62.9 | 70.1 | 63.8 | 18 |
| Mortgage real estate investment trusts; public corporate equities; liability | LM643164113 | 56.8 | 62.2 | 60.3 | 57.3 | 62.2 | 60.9 | 59.1 | 65.8 | 60.3 | 19 |
| Mortgage real estate investment trusts; closely held corporate equities; liability | LM643164123 | 2.8 | 3.5 | 3.5 | 3.5 | 3.5 | 3.8 | 3.7 | 4.3 | 3.5 | 20 |
| Security brokers and dealers; corporate equities; liability | LM663164105 | 115.5 | 131.0 | 194.5 | 119.1 | 131.0 | 147.0 | 155.4 | 164.5 | 194.5 | 21 |
| Security brokers and dealers; public corporate equities; liability | LM663164113 | 113.5 | 128.7 | 190.2 | 116.1 | 128.7 | 143.5 | 151.5 | 160.6 | 190.2 | 22 |
| Security brokers and dealers; closely held corporate equities; liability | LM663164123 | 2.0 | 2.2 | 4.3 | 3.0 | 2.2 | 3.5 | 3.8 | 3.9 | 4.3 | 23 |
| Holding companies; corporate equities; liability | LM733164105 | 2497.7 | 2632.0 | 3416.2 | 2164.3 | 2632.0 | 2865.1 | 2876.0 | 3041.1 | 3416.2 | 24 |
| Holding companies; public corporate equities; liability (2) | LM733164113 | 2379.7 | 2509.1 | 3254.1 | 2070.1 | 2509.1 | 2751.4 | 2762.6 | 2915.7 | 3254.1 | 25 |
| Holding companies; closely held corporate equities; liability | LM733164123 | 118.1 | 122.8 | 162.1 | 94.2 | 122.8 | 113.8 | 113.3 | 125.4 | 162.1 | 26 |
| Other financial business; corporate equities; liability | LM503164105 | 1931.9 | 2104.1 | 2430.2 | 1965.8 | 2104.1 | 2183.3 | 2265.8 | 2513.1 | 2430.2 | 27 |
| Other financial business; public corporate equities; liability (2) | LM503164115 | 1858.8 | 2015.4 | 2340.6 | 1871.8 | 2015.4 | 2079.7 | 2161.9 | 2401.5 | 2340.6 | 28 |
| Other financial business; closely held corporate equities; liability | LM503164125 | 73.1 | 88.8 | 89.6 | 94.0 | 88.8 | 103.7 | 104.0 | 111.6 | 89.6 | 29 |
| Rest of the world; foreign corporate equities including foreign investment fund shares; liability (3) | LM263164100 | 10279.7 | 11482.6 | 11975.7 | 10705.1 | 11482.6 | 12111.1 | 12154.1 | 12862.1 | 11975.7 | 30 |
| All sectors; corporate equities; asset | LM893064105 | 64743.0 | 77535.7 | 92852.2 | 70604.7 | 77535.7 | 84132.4 | 85938.9 | 91727.3 | 92852.2 | 31 |
| Households and nonprofit organizations; corporate equities; asset | LM153064105 | 26311.6 | 31217.1 | 37661.6 | 28754.3 | 31217.1 | 33654.9 | 34315.2 | 37249.8 | 37661.6 | 32 |
| Nonfinancial corporate business; corporate equities; asset | LM103064103 | 2397.6 | 3089.6 | 3889.1 | 2759.2 | 3089.6 | 3422.2 | 3575.3 | 3791.8 | 3889.1 | 33 |
| Federal government; corporate equities; asset | LM313064105 | 33.2 | 33.2 | 33.2 | 33.2 | 33.2 | 33.2 | 33.2 | 33.2 | 33.2 | 34 |
| State and local governments; corporate equities; asset | LM213064103 | 140.6 | 153.1 | 174.8 | 146.0 | 153.1 | 155.3 | 158.7 | 166.6 | 174.8 | 35 |
| Monetary authority; corporate equities; asset | FL713064103 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 36 |
| U.S.-chartered depository institutions; corporate equities, excluding Federal Reserve stock and equity in GSEs; asset | LM763064103 | 51.4 | 54.2 | 74.0 | 49.2 | 54.2 | 69.8 | 69.2 | 75.6 | 74.0 | 37 |
| Foreign banking offices in the U.S.; corporate equities; asset | FL753064103 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 38 |
| Property-casualty insurance companies; corporate equities, including those held by U.S. residual market reinsurers; asset | LM513064105 | 532.9 | 596.3 | 531.2 | 557.7 | 596.3 | 599.5 | 549.8 | 544.9 | 531.2 | 39 |
| Life insurance companies; corporate equities; asset | LM543064105 | 659.8 | 696.4 | 760.2 | 656.7 | 696.4 | 725.9 | 729.8 | 746.6 | 760.2 | 40 |
| Private pension funds, including 403(b) plans; corporate equities; asset | LM573064105 | 3177.5 | 3945.0 | 4847.4 | 3536.0 | 3945.0 | 4329.7 | 4469.8 | 4730.9 | 4847.4 | 41 |
| Federal government retirement funds; corporate equities; asset | LM343064105 | 418.7 | 534.5 | 651.3 | 474.0 | 534.5 | 585.7 | 601.8 | 636.8 | 651.3 | 42 |
| State and local government employee defined benefit retirement funds; corporate equities; asset | LM223064145 | 2952.4 | 3200.9 | 3363.4 | 3006.8 | 3200.9 | 3355.4 | 3342.5 | 3428.7 | 3363.4 | 43 |
| Mutual funds; corporate equities; asset | LM653064100 | 11867.0 | 13882.1 | 15621.5 | 12605.5 | 13882.1 | 14994.6 | 15149.6 | 15905.7 | 15621.5 | 44 |
| Closed-end funds; corporate equities; asset | LM553064103 | 99.0 | 100.2 | 105.9 | 96.0 | 100.2 | 104.7 | 104.1 | 108.8 | 105.9 | 45 |
| Exchange-traded funds; corporate equities; asset | LM563064100 | 5059.1 | 6433.3 | 8353.1 | 5608.2 | 6433.3 | 7148.8 | 7380.6 | 8030.2 | 8353.1 | 46 |
| Security brokers and dealers; corporate equities; asset | LM663064103 | 170.3 | 283.4 | 291.5 | 251.3 | 283.4 | 304.6 | 326.8 | 342.2 | 291.5 | 47 |
| Other financial business; corporate equities; asset | FL503064105 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 48 |
| Rest of the world; U.S. corporate equities; asset (4) | LM263064105 | 10871.8 | 13316.4 | 16494.0 | 12070.8 | 13316.4 | 14648.0 | 15132.6 | 15935.3 | 16494.0 | 49 |
| All domestic sectors; public corporate equities; liability (5) | LM883164115 | 46785.2 | 57214.5 | 70332.5 | 51456.3 | 57214.5 | 62506.6 | 64386.9 | 68478.1 | 70332.5 | 50 |
| All domestic sectors; closely held corporate equities; liability (6) | LM883164123 | 7678.0 | 8838.6 | 10544.0 | 8443.2 | 8838.6 | 9514.7 | 9397.9 | 10387.2 | 10544.0 | 51 |
| All domestic sectors; closely held S corporation corporate equities; liability | LM883164133 | 5729.3 | 6708.0 | 7984.4 | 6492.2 | 6708.0 | 7133.2 | 7047.7 | 7827.7 | 7984.4 | 52 |
| All domestic sectors; closely held C corporation corporate equities; liability | LM883164135 | 1948.7 | 2130.6 | 2559.7 | 1951.0 | 2130.6 | 2381.4 | 2350.3 | 2559.5 | 2559.7 | 53 |
| Interest rates and price indexes; Dow Jones U.S. Total Market Index | PC073164013 | -20.80 | 24.06 | 22.21 | -3.65 | 11.68 | 9.66 | 2.89 | 5.81 | 2.37 | 54 |
NOTES
- Includes shares of exchange-traded funds, closed-end funds, and real estate investment trusts. Excludes mutual fund shares shown on table L.226.
- Includes corporate equities issued by financial corporations under the federal financial stabilization programs.
- Holdings of foreign corporate equities and investment fund shares by U.S. residents; includes American Depositary Receipts (ADRs).
- Holdings of U.S. issues by foreign residents.
- Equal to the sum of lines 3, 7, 10, 13, 15, 16, 17, 19, 22, 25, and 28.
- Equal to the sum of lines 4, 8, 11, 14, 20, 23, 26, and 29.
Last Update: March 13, 2025